Intergy Private Wealth’s Medtronic MDT Stock Holding History

Intergy Private Wealth’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Buy	3,956 +550	+16%	+$44.4K	0.07%	101
2026 Q1	$295K	Sell	3,406 -197	-5%	-$18.9K	0.09%	90
2025 Q4	$346K	Buy	3,603 +25	+0.7%	+$2.43K	0.1%	80
2025 Q3	$341K	Buy	3,578 +652	+22%	+$59.9K	0.11%	78
2025 Q2	$255K	Sell	2,926 -79	-3%	-$6.7K	0.09%	84
2025 Q1	$270K	Buy	3,005 +478	+19%	+$42.8K	0.1%	79
2024 Q4	$202K	Buy	+2,527	New	+$219K	0.08%	90

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Intergy Private Wealth's MDT Position: Q2 2026 in Review

Intergy Private Wealth increased its Medtronic (MDT) stake by 16% in Q2 2026, buying an estimated $44.4K and bringing the position to 3,956 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #101.

Intergy Private Wealth first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q4 2025. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Intergy Private Wealth held 3,956 shares of Medtronic worth $309K as of Q2 2026.
Intergy Private Wealth bought 550 Medtronic shares in Q2 2026, an estimated $44.4K.
Medtronic made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #101 holding.
Intergy Private Wealth first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
Intergy Private Wealth's Medtronic position peaked at $346K in Q4 2025.
486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.